Muhlenkamp
As of Q2 2026, Muhlenkamp reported 28 long-equity positions worth $345.25M in aggregate.
Copy-investor backtest
- Latest quarter
- -0.07%
- 1-year
- +30.28%
- 3-year
- +64.16%
- 5-year
- +104.58%
- 3-year vs S&P 500
- -6.86%
- 5-year vs S&P 500
- +29.63%
- 5-year top 5
- +111.89%
Return from mechanically copying the disclosed 13F equity portfolio after each filing and rebalancing at the next. The vs S&P 500 figures subtract SPY over that manager's own rebalance dates, so both sides cover the same days; both are price return, excluding dividends. Method & limitations.
Get email alerts when Muhlenkamp files a new 13F — sign in or create a free account.
Updated 2026-09-12 from SEC 13F data.
Live quotes available for 30 of 34 rows. Rows without a quote are marked unavailable.
| 1 | WCC | WESCO INTL INC | 5.78% | Reduce -0.2% | 130,575 | $15.06M | $115.32 | |
| 2 | MCHP | MICROCHIP TECHNOLOGY INC. | 5.59% | Reduce -0.2% | 94,911 | $14.57M | $153.49 | |
| 3 | RUSHA | RUSH ENTERPRISES INC | 5.51% | - | 317,711 | $14.35M | $45.16 | |
| 4 | MCK | MCKESSON CORP | 5.02% | Reduce -0.1% | 65,548 | $13.07M | $199.38 | |
| 5 | BFH | ALLIANCE DATA SYSTEMS CORP | 4.84% | Reduce -0.2% | 124,920 | $12.6M | $100.89 | |
| 6 | MSFT | MICROSOFT CORP | 4.84% | Reduce -0.2% | 44,701 | $12.6M | $281.92 | |
| 7 | DOW | DOW INC | 4.80% | Reduce -0.2% | 217,319 | $12.51M | $57.56 | |
| 8 | AVGO | BROADCOM INC | 4.54% | Reduce -0.2% | 24,370 | $11.82M | $484.94 | |
| 9 | AAPL | APPLE INC | 4.33% | Reduce -0.2% | 79,609 | $11.27M | $141.50 | |
| 10 | MTZ | MASTEC INC | 4.26% | Reduce -0.4% | 128,634 | $11.1M | $86.28 | |
| 11 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 3.88% | Reduce -0.2% | 36,975 | $10.09M | $272.94 | |
| 12 | UNH | UNITEDHEALTH GROUP INC | 3.66% | Reduce -0.2% | 24,412 | $9.54M | $390.75 | |
| 13 | MTH | MERITAGE HOMES CORP | 3.60% | Reduce -0.2% | 96,637 | $9.37M | $97.00 | |
| 14 | AMLP | ALPS ETF TR | 3.59% | Reduce -0.2% | 280,436 | $9.35M | $33.33 | No quote |
| 15 | CVS | CVS HEALTH CORP | 3.54% | Reduce -0.2% | 108,645 | $9.22M | $84.86 | |
| 16 | SLB | SCHLUMBERGER LTD | 3.53% | Reduce -0.2% | 310,376 | $9.2M | $29.64 | |
| 17 | TEN | TENNECO INC | 3.15% | Reduce -0.2% | 575,419 | $8.21M | No quote | No quote |
| 18 | CCJ | CAMECO CORP | 3.14% | Reduce -1.0% | 375,775 | $8.17M | $21.73 | |
| 19 | KEX | KIRBY CORP | 3.04% | Reduce -0.2% | 164,851 | $7.91M | $47.96 | |
| 20 | NMIH | NMI HLDGS INC | 2.87% | Reduce -0.2% | 330,061 | $7.46M | $22.61 | |
| 21 | BMY | BRISTOL-MYERS SQUIBB CO | 2.85% | Reduce -0.2% | 125,419 | $7.42M | $59.17 | |
| 22 | GLD | SPDR GOLD TR | 2.62% | Reduce -0.3% | 41,512 | $6.82M | $164.22 | |
| 23 | LMT | LOCKHEED MARTIN CORP | 2.56% | Reduce -0.2% | 19,319 | $6.67M | $345.10 | |
| 24 | LEN | LENNAR CORP | 2.46% | Reduce -0.2% | 68,294 | $6.4M | $93.68 | |
| 25 | WAB | WABTEC | 1.83% | Reduce -0.1% | 55,276 | $4.77M | $86.20 | |
| 26 | EQC | EQUITY COMWLTH | 1.13% | New | 112,943 | $2.93M | No quote | No quote |
| 27 | FNV | FRANCO NEV CORP | 1.04% | Reduce -0.1% | 20,853 | $2.71M | $129.91 | |
| 28 | RGLD | ROYAL GOLD INC | 0.89% | Reduce -0.1% | 24,350 | $2.33M | $95.48 | |
| 29 | MS | MORGAN STANLEY | 0.40% | - | 10,805 | $1.05M | $97.27 | |
| 30 | PFE | PFIZER INC | 0.40% | - | 24,379 | $1.05M | $43.03 | |
| 31 | EPD | ENTERPRISE PRODS PARTNERS L | 0.21% | - | 24,855 | $538K | $21.65 | |
| 32 | RUSHB | RUSH ENTERPRISES INC | 0.12% | Reduce -3.3% | 6,742 | $309K | $45.83 | No quote |
| 34 | NVTA | INVITAE CORP | - | Sold | 0 | $0 | No quote | No quote |
| 33 | BIIB | BIOGEN INC | - | Sold | 0 | $0 | No quote | No quote |